Jason Colgate

General Partner

Coddle Creek Capital

Present

Coddle Creek Capital is a life science venture capital fund focused on generating superior investment returns for our Limited Partners by investing in the early commercial development of companies that are post proof-of-concept scientifically and ready for their first commercial efforts. We are active managers and focus in the sectors of genomics, microbiome, oncology, immunology, neurology, drug discovery/development/manufacturing, and medtech/devices

Board Member, Development Committee Chair

UNC Kenan-Flagler Business School

Present

Managing Partner & Ceo

New Health Investment Group

Present

Lower to middle market healthcare private equity roll-ups and platform investments backed by a robust team and flexible model that empowers operator driven growth and returns. Long term vision is to help improve a struggling industry ecosystem that has immense challenges and corresponding opportunities

Operating Expert/Advisor

Metropolitan Partners Group

Present

Metropolitan Partners Group is a private investment firm that provides debt capital to small and mid-sized non-sponsored businesses in the U.S., unconstrained by industry or financing assets. We work directly with management teams to grow their companies and build lasting value while providing downside protection to our investors and supporting our borrowers with tailored capital solutions.

Cxo & Founder

Strategic Growth Partners

President/COO and Strategic/M&A Executive interim positions, capitalizing on expertise to fulfill full-time roles with high-growth or transformational organizations, family offices, and funds: • President role overseeing the P&L and growth of the Carolinas and East Coast for NOW CFO, the largest financial consultancy in outsourcing CFOs/Controllers/Accountants in lower to middle market companies, both private equity backed and family owned across all sectors. • As COO for ERC Today, spearheaded strategic changes in leadership style, operational processes, digital marketing strategies/teams, and overall organizational direction/structure, tripling both top and bottom lines for the Employee Retention Tax Credits business. Initiated an optimization of sales operations and processes by consolidating numerous steps, simplifying the client application process, and augmenting user-friendliness, leading to an overnight 3X increase in online daily applications. Also Identified and corrected sub…

Founding Partner, Growth Equity/Vc Fund

Private Family Office

• Pioneered the creation and launch of a maiden $25M Growth Equity Fund in Life Sciences and Medtech/Devices, devising the investment thesis/strategy and structure, as well as assembling a team to execute on early stage venture through growth equity investments and including the successful recruitment and hiring of a senior managing partner in CA from Intel Capital

Managing Director, Private Equity

Private Family Office · Raleigh-Durham, North Carolina Area

• Served as one of the key leaders on the healthcare and technology investment team of over 50 Investors & Portfolio Managers/Group CEOs, sealing multiple strategic deals and providing comprehensive guidance from deal sourcing and due diligence through closing and integration • Championed deal origination, strategy, and growth for 20+ portfolios encompassing over 100 businesses, 8000 employees, and $20B AUM across technology, healthcare, and financial services sectors, with EBITDA ranging from $2M-$40M, at a 30+ acquisitions annual run rate

Managing Director

WAVECREST SECURITIES LLC

• Leveraged industry experience as an Independent M&A Advisor with licenses shelved on Wavecrest’s platform, & orchestrated deals and collaborated with other senior investment bankers in transactions ranging from $20M to $200M • Identified and finalized multiple industry-agnostic transactions, resulting in retainer and success fees of ~$3M within a single year

Director & Head of Business Development, Private Equity & Investment Banking

Bourne Capital Partners

• Led a team in sourcing and executing high-level deals in private equity investing and M&A advisory in global healthcare/medical markets, expanding active deals from 2 to 9 and elevating prospects across the different pipeline funnel stages by 35% to 200% • Observer of the $1.2B exit of Covis Pharma, a roll-up portfolio investment syndicated with co-investor Cerberus Capital

Associate Director of Business Development

IQVIA · Charlotte, North Carolina Area

• Recognized by TPG pre-IPO to close strategic deals to enhance optics and maximize exit value for CRO market leader, achieving recognition as Rookie of the Year 2013 for achieving $30M goal and highlighted in the company’s leadership newsletter

Vice President, Investor Relations & Corporate Development

Sonablate Corp. · China

• Reported to Galen Capital Partners, the CEO, Chairman, and Board as a special adviser building a unique capital fund for HIFU therapy in prostate cancer, leading a team in structuring the PPM and raising $40M in debt and equity through the federal government's EB5 international investment program